Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
17,246
shares
|
$7.21 Million
0.39% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
17,224
shares
|
$7.2 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
17,189
shares
|
$7.19 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
17,145
shares
|
$7.17 Million
0.51% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
17,129
shares
|
$7.16 Million
0.71% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
17,041
shares
|
$7.12 Million
0.09% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
17,032
shares
|
$7.12 Million
1.65% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
16,696
shares
|
$6.98 Million
0.29% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
16,694
shares
|
$6.98 Million
0.17% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
16,669
shares
|
$6.97 Million
1.91% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
16,635
shares
|
$6.95 Million
0.15% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
16,601
shares
|
$6.94 Million
0.9% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
16,586
shares
|
$6.93 Million
1.83% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
16,582
shares
|
$6.93 Million
0.4% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,571
shares
|
$6.93 Million
0.67% of portfolio
|
Q4 2022
Reduced 0.34%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
16,553
shares
|
$6.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
16,523
shares
|
$6.91 Million
0.1% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
16,470
shares
|
$6.89 Million
0.28% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
16,417
shares
|
$6.86 Million
0.17% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,367
shares
|
$6.84 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
16,358
shares
|
$6.84 Million
0.16% of portfolio
|
Q1 2025
Reduced 48.52%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
16,313
shares
|
$6.82 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
16,302
shares
|
$6.82 Million
4.7% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
16,300
shares
|
$6.81 Million
0.52% of portfolio
|
Q1 2025
Added 22.56%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,257
shares
|
$6.8 Million
0.28% of portfolio
|
Q4 2024
Added 92.3%
|